Filed: 2/13/2026ACC: 0002005245-26-000003
📋 What this filing means
SIREN, L.L.C. filed this quarterly 13F‑HR report disclosing 113 equity positions with a total reported market value of $3.35B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
113
Positions
$3.35B
Total AUM (reported)
217.60M
Total Shares
Allocation by class
COM$2.38B70.9%
SPONSORED ADS$416.59M12.4%
COM NEW$231.46M6.9%
ORD SHS$69.39M2.1%
COM SHS$55.71M1.7%
SPONSORED ADR$50.30M1.5%
SHS$44.16M1.3%
Portfolio Concentration
Top 3$884.50M26.4%
4–10$667.90M19.9%
11–25$904.27M27.0%
Rest$895.75M26.7%
Top 3 weight
26.4%
Top 10 weight
46.3%
Voting Authority Distribution
Total shares with voting rights: 217.60M
Sole
Full voting authority
217.60M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other113
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings113
Rows:
Scholar Rock Holding Corp
DFNDShares10.83M
TypeSH
Market value$476.84M
14.22%
Sole
10.83M
Shared
0.00
None
0.00
Kymera Therapeutics Inc
DFNDShares3.29M
TypeSH
Market value$255.75M
7.63%
Sole
3.29M
Shared
0.00
None
0.00
BeOne Medicines AG
DFNDShares500K
TypeSH
Market value$151.91M
4.53%
Sole
500K
Shared
0.00
None
0.00
Edgewise Therapeutics Inc
DFNDShares4.53M
TypeSH
Market value$112.41M
3.35%
Sole
4.53M
Shared
0.00
None
0.00
Revolution Medicines Inc
DFNDShares1.34M
TypeSH
Market value$106.34M
3.17%
Sole
1.34M
Shared
0.00
None
0.00
Centessa Pharmaceuticals PLC
DFNDShares4.03M
TypeSH
Market value$100.73M
3.00%
Sole
4.03M
Shared
0.00
None
0.00
Arrowhead Pharmaceuticals Inc
DFNDShares1.50M
TypeSH
Market value$99.62M
2.97%
Sole
1.50M
Shared
0.00
None
0.00
Bicara Therapeutics Inc
DFNDShares5.22M
TypeSH
Market value$87.80M
2.62%
Sole
5.22M
Shared
0.00
None
0.00
Olema Pharmaceuticals Inc
DFNDShares3.30M
TypeSH
Market value$82.52M
2.46%
Sole
3.30M
Shared
0.00
None
0.00
Disc Medicine Inc
DFNDShares988.40K
TypeSH
Market value$78.49M
2.34%
Sole
988.40K
Shared
0.00
None
0.00
Structure Therapeutics Inc
DFNDShares1.08M
TypeSH
Market value$75.02M
2.24%
Sole
1.08M
Shared
0.00
None
0.00
Tango Therapeutics Inc
DFNDShares8.17M
TypeSH
Market value$72.35M
2.16%
Sole
8.17M
Shared
0.00
None
0.00
Arcus Biosciences Inc
DFNDShares3.01M
TypeSH
Market value$71.66M
2.14%
Sole
3.01M
Shared
0.00
None
0.00
Stoke Therapeutics Inc
DFNDShares2.25M
TypeSH
Market value$71.33M
2.13%
Sole
2.25M
Shared
0.00
None
0.00
Crinetics Pharmaceuticals Inc
DFNDShares1.51M
TypeSH
Market value$70.18M
2.09%
Sole
1.51M
Shared
0.00
None
0.00
Dyne Therapeutics Inc
DFNDShares3.50M
TypeSH
Market value$68.52M
2.04%
Sole
3.50M
Shared
0.00
None
0.00
Apellis Pharmaceuticals Inc
DFNDShares2.58M
TypeSH
Market value$64.77M
1.93%
Sole
2.58M
Shared
0.00
None
0.00
Cogent Biosciences Inc
DFNDShares1.63M
TypeSH
Market value$57.87M
1.73%
Sole
1.63M
Shared
0.00
None
0.00
Septerna Inc
DFNDShares2M
TypeSH
Market value$55.76M
1.66%
Sole
2M
Shared
0.00
None
0.00
Taysha Gene Therapies Inc
DFNDShares10.13M
TypeSH
Market value$55.71M
1.66%
Sole
10.13M
Shared
0.00
None
0.00
Rhythm Pharmaceuticals Inc
DFNDShares499.98K
TypeSH
Market value$53.52M
1.60%
Sole
499.98K
Shared
0.00
None
0.00
Ascendis Pharma A/S
DFNDShares235.86K
TypeSH
Market value$50.30M
1.50%
Sole
235.86K
Shared
0.00
None
0.00
RAPT Therapeutics Inc
DFNDShares1.38M
TypeSH
Market value$46.57M
1.39%
Sole
1.38M
Shared
0.00
None
0.00
Taboola.com Ltd
DFNDShares9.97M
TypeSH
Market value$45.96M
1.37%
Sole
9.97M
Shared
0.00
None
0.00
Lexicon Pharmaceuticals Inc
DFNDShares38.92M
TypeSH
Market value$44.76M
1.34%
Sole
38.92M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Scholar Rock Holding CorpDFND | COM | 10.83M | SH | $476.84M 14.22% | 10.83M | 0.00 | 0.00 |
Kymera Therapeutics IncDFND | COM | 3.29M | SH | $255.75M 7.63% | 3.29M | 0.00 | 0.00 |
BeOne Medicines AGDFND | SPONSORED ADS | 500K | SH | $151.91M 4.53% | 500K | 0.00 | 0.00 |
Edgewise Therapeutics IncDFND | COM | 4.53M | SH | $112.41M 3.35% | 4.53M | 0.00 | 0.00 |
Revolution Medicines IncDFND | COM | 1.34M | SH | $106.34M 3.17% | 1.34M | 0.00 | 0.00 |
Centessa Pharmaceuticals PLCDFND | SPONSORED ADS | 4.03M | SH | $100.73M 3.00% | 4.03M | 0.00 | 0.00 |
Arrowhead Pharmaceuticals IncDFND | COM | 1.50M | SH | $99.62M 2.97% | 1.50M | 0.00 | 0.00 |
Bicara Therapeutics IncDFND | COM | 5.22M | SH | $87.80M 2.62% | 5.22M | 0.00 | 0.00 |
Olema Pharmaceuticals IncDFND | COM | 3.30M | SH | $82.52M 2.46% | 3.30M | 0.00 | 0.00 |
Disc Medicine IncDFND | COM | 988.40K | SH | $78.49M 2.34% | 988.40K | 0.00 | 0.00 |
Structure Therapeutics IncDFND | SPONSORED ADS | 1.08M | SH | $75.02M 2.24% | 1.08M | 0.00 | 0.00 |
Tango Therapeutics IncDFND | COM | 8.17M | SH | $72.35M 2.16% | 8.17M | 0.00 | 0.00 |
Arcus Biosciences IncDFND | COM | 3.01M | SH | $71.66M 2.14% | 3.01M | 0.00 | 0.00 |
Stoke Therapeutics IncDFND | COM | 2.25M | SH | $71.33M 2.13% | 2.25M | 0.00 | 0.00 |
Crinetics Pharmaceuticals IncDFND | COM | 1.51M | SH | $70.18M 2.09% | 1.51M | 0.00 | 0.00 |
Dyne Therapeutics IncDFND | COM | 3.50M | SH | $68.52M 2.04% | 3.50M | 0.00 | 0.00 |
Apellis Pharmaceuticals IncDFND | COM | 2.58M | SH | $64.77M 1.93% | 2.58M | 0.00 | 0.00 |
Cogent Biosciences IncDFND | COM | 1.63M | SH | $57.87M 1.73% | 1.63M | 0.00 | 0.00 |
Septerna IncDFND | COM | 2M | SH | $55.76M 1.66% | 2M | 0.00 | 0.00 |
Taysha Gene Therapies IncDFND | COM SHS | 10.13M | SH | $55.71M 1.66% | 10.13M | 0.00 | 0.00 |
Rhythm Pharmaceuticals IncDFND | COM | 499.98K | SH | $53.52M 1.60% | 499.98K | 0.00 | 0.00 |
Ascendis Pharma A/SDFND | SPONSORED ADR | 235.86K | SH | $50.30M 1.50% | 235.86K | 0.00 | 0.00 |
RAPT Therapeutics IncDFND | COM NEW | 1.38M | SH | $46.57M 1.39% | 1.38M | 0.00 | 0.00 |
Taboola.com LtdDFND | ORD SHS | 9.97M | SH | $45.96M 1.37% | 9.97M | 0.00 | 0.00 |
Lexicon Pharmaceuticals IncDFND | COM NEW | 38.92M | SH | $44.76M 1.34% | 38.92M | 0.00 | 0.00 |
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